The LED industry is expected to boom continued demand, 2-3

The domestic LED industry in 2016 annual report and 2017 1 quarterly reports have been released after the overall performance are good. In 2017 1 quarterly, 40 revenue grew by 43 LED listed companies, 35 companies owned by the parent LED 1 quarterly net profit growth, the net profit growth of more than 30% listed companies reached 27, accounting for more than 60%.

LED industry core financial data significantly improved, verification of LED industry trends to improve solid and reliable

From the LED industry in 2016 and 2017 1 quarterly reports of listed companies, the core financial indicators all showed significant improvement trend, the core indicators including ROE, revenue and net profit growth, owned by the parent and growth, gross margin, net profit and operating cash flow etc.. LED industry trends to improve financial data as solid verification, firmly optimistic about the industry trend of LED industry confidence.

The LED industry supply continued to boom, is expected to continue at least 2-3 years

Recently, Guoxin Securities field and LED industry chain wide communication research, continuous verification of LED industry supply and demand. International companies such as OSRAM also said that the LED chip and LED chip manufacturers supply shortage, crystal power, Sanan optoelectronics, HC semitek, Australia Shunchang and Elec-Tech said the current demand supply capacity. The main reason is based on the MOCVD 2010-2011 machine is gradually eliminated, the total number of the number of models about 1/3, the next 2-3 years accounted for a year out of the current total capacity of 5%~10%, about 5 million 000 -1000. With more than 20% downstream lighting demand growth and small spacing needs outbreak, an annual increase of LED chip demand soared to 10 million tablets. According to statistics by the end of 2017 the total effective capacity of about 83 million 280 thousand, and the demand will be more than 92 million 350 thousand, the next 2-3 years remain in short supply.

LED industry data, reflects the trend of global LED manufacturing transfer to China

The global LED manufacturing to China transfer trend has not been questioned, excellent process control and cost management ability China electronic industry in the years of accumulation has been fully equipped with, at the same time also gradually release the bonus engineers, the international advanced technology to Chinese enterprises to develop and have more independent intellectual property rights, with the international companies encountered technical progress the bottleneck of slowdown, Chinese enterprises will make full use of the national policy, industrial capital and engineer bonus and other advantages, to achieve striking, will eventually overcome the traditional international companies, and become the leading industry players.

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